Our investment portfolios, retirement plans and estate strategies seek to maximize tax savings.
We manage your traditional IRA to complement your after-tax holdings: our “Self-Directed IRA” platform enables you to invest in asset classes you know best even if they are unconventional; and we offer expertise in Roth IRA conversions focused on mitigating the tax cost incurred in converting a traditional account.
To help accredited investors in commercial real estate sell appreciated assets, we offer guidance in §1031 “like-kind” exchanges which can defer capital gains taxes.
Designed to help you control 100% of your wealth, our estate plans employ a wide array of strategies that can reduce the taxable value of your business and/or benefit from your philanthropic interests to eliminate estate and gift taxes; reduce or eliminate income taxes; protect assets from creditors; and pass the full value of your estate to your heirs.
Working with business owners we focus on protecting ongoing concern value by assuring continuity of ownership and management in the event of death, disability, retirement or intergenerational transfer.
If you offer your employees a 401(k) or 403(b) plan, you become their fiduciary: we offer the back up you need to assure that your obligations to them are fully met. In the process, we aim to reduce your plan’s internal fees, administrative costs and overall management burden.
For selected employees you want to retain, we tailor, implement and oversee non-qualified deferred compensation arrangements that offer unique benefits and tax advantages that incentivize loyalty.
Look to KBL Wealth Advisors for the following services:
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